Edda provides users with the ability and flexibility to set mandatory rules for moving a company card to other stages in the Dealflow process.
This powerful automation enables you to create rules that require mandatory fields to be filled or tasks to be completed before a company can move to a new stage. This article will demonstrate how to set up these rules and explain how they work.
Users who can configure the feature:
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Administrators
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Moderators
Users impacted by the feature:
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Administrators
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Moderators
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Investors
When users move a company to a stage where rules are set, the system checks whether there are any mandatory fields that need to be filled out or tasks that need to be completed. If any of these rules are not met, the system will notify the user to address them.
You can make default fields mandatory or create custom fields and set them as mandatory. To create a rule for mandatory fields, follow these steps:
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Navigate to the “Administration” panel and select the pipeline where you want to set the automation/rules, then click on the “Automation” tab.
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Choose the rule type.
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Click the “Set a rule” button in the stage where you want to set this rule.
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Click on “Choose a field” to see all fields, add the fields you would like to set as mandatory one by one, then click “Next.”
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Name the rule and click “Save.”
Now, you can see the rule card, and if you go to the company page, the mandatory fields will be highlighted with a blue dot next to the field name.
When a user tries to move a company to a stage where there are mandatory fields, the user will be notified that these fields must be filled before moving the company.
To create a rule for optional or mandatory tasks, follow these simple steps:
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Navigate to the “Administration” panel and select the pipeline where you want to set the automation/rules, then click on the “Automation” tab.
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Choose the rule type.
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Click on the “Set a rule” button located on the stage where you want to apply this rule. Let's say we choose the “Committee” stage for this example. This means that any tasks we create will appear on the company profile page when it enters this stage.
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Enter the task name, optionally set a due date, assign a user, and make it mandatory by clicking on the “Dot” button. Then, select the stage where the company card won't progress unless this task is completed. You can also add more tasks by clicking on the “Add” button. Then, click “Next”.
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Finally, enter the rule name and once you click “save”, a rule card will be created.
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Using Existing Rules - If multiple stages require a similar set of tasks to be completed, you have the ability to duplicate and use an existing template you have already created.
Now since we created the task rule at the “Committee” stage, the tasks will be added to any company that enters this stage and the mandatory tasks will be highlighted with a yellow dot.
When a user moves a company to the stage where the task must be completed, the system will automatically check if all the tasks are completed. If not, the user will receive a notification that the mandatory tasks must be completed before moving the company to the next stage.
Once you set up rules for mandatory fields and tasks, your stage card will change to show them. The mandatory field rule will be marked with a blue dot, and the mandatory task rule will be marked with a yellow dot.
If you have any additional questions, please be sure to reach out to our support team.